Investor

Iron Triangle Partners LP

Portfolio Total Value

$1,248,406,000.00

Number of Stocks

35

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
A $80,110,000.0 9.34%
No Change
596,326 $134.34 $114.52
Reduced 14.75%
$124.16 $155.35
ELAN $62,628,000.0 8.87%
No Change
4,263,343 $14.69 $22.51
Added 53.23%
$11.11 $18.8
GMED $69,808,000.0 8.14%
No Change
844,013 $82.71 $91.34
Added 10.43%
$49.33 $92.42
ILMN $57,380,000.0 8.13%
No Change
440,000 $130.41 $135.78
Added 4.12%
$97.36 $156.66
ABBV $66,461,000.0 7.75%
No Change
374,012 $177.7 $206.6
Added 16.26%
$153.58 $207.32
THC $51,345,000.0 7.27%
No Change
308,940 $166.2 $183.27
Added 10.27%
$79.0 $171.2
ACHC $50,864,000.0 7.2%
No Change
802,151 $63.41 $27.85
Reduced 56.08%
$36.5 $87.77
UNH $61,057,000.0 7.12%
No Change
120,700 $505.86 $368.78
Reduced 27.1%
$436.38 $630.73
TEVA $48,488,000.0 5.65%
Added 13.18%
2,200,036 $22.04 $34.95
Added 58.58%
$11.48 $22.8
BSX $44,214,000.0 5.15%
No Change
495,009 $89.32 $56.5
Reduced 36.74%
$59.85 $101.14
NBIX $43,433,000.0 5.06%
No Change
318,195 $136.5 $131.78
Reduced 3.46%
$110.95 $157.98
NVST $42,438,000.0 4.95%
Added 0.49%
2,200,000 $19.29 $26.33
Added 36.5%
$15.15 $24.79
OSCR $34,188,000.0 4.84%
No Change
1,611,909 $21.21 $18.49
Reduced 12.82%
$11.38 $23.79
PODD $40,208,000.0 4.69%
Added 40.01%
154,014 $261.07 $175.04
Reduced 32.95%
$160.19 $282.86
MMSI $39,367,000.0 4.59%
Added 60.88%
407,022 $96.72 $62.01
Reduced 35.89%
$70.7 $108.08
ISRG $39,147,000.0 4.56%
Added 4.17%
75,000 $521.96 $457.78
Reduced 12.3%
$362.14 $613.91
DVA $38,946,000.0 4.54%
No Change
260,424 $149.55 $151.65
Added 1.4%
$103.55 $170.29
DHR $30,582,000.0 4.33%
No Change
110,000 $278.02 $175.15
Reduced 37.0%
$225.42 $281.7
EXAS $33,714,000.0 3.93%
Added 50.05%
600,000 $56.19 $104.91
Added 86.71%
$40.62 $79.62
HQY $32,202,000.0 3.75%
No Change
335,614 $95.95 $82.4
Reduced 14.12%
$65.01 $105.82
MEDP $29,900,000.0 3.49%
Reduced 53.33%
90,000 $332.23 $417.54
Added 25.68%
$286.76 $459.77
AXSM $22,671,000.0 3.21%
No Change
252,266 $89.87 $206.53
Added 129.81%
$64.11 $105.0
TWST $22,885,000.0 2.67%
Reduced 3.44%
492,471 $46.47 $60.4
Added 29.98%
$27.41 $60.9
GKOS $22,491,000.0 2.62%
Reduced 31.09%
150,000 $149.94 $140.22
Reduced 6.48%
$83.9 $161.31
XBI $22,515,000.0 2.62%
No Change
250,000 $90.06 $130.42
Added 44.81%
$81.14 $105.47
CAH $21,998,000.0 2.56%
No Change
186,002 $118.27 $195.24
Added 65.08%
$93.17 $128.27
ARGX $21,525,000.0 2.51%
No Change
35,000 $615.0 $783.5
Added 27.4%
$349.86 $678.21
$20,254,000.0 2.36%
Reduced 34.72%
551,893 $36.7 $nan
Reduced nan%
$nan $nan
GERN $15,213,000.0 2.15%
No Change
3,351,000 $4.54 $1.58
Reduced 65.2%
$1.64 $5.34
SNY $15,084,000.0 2.14%
No Change
261,741 $57.63 $46.08
Reduced 20.04%
$45.22 $58.97
BKD $14,921,000.0 2.11%
No Change
2,197,578 $6.79 $14.32
Added 110.9%
$4.71 $8.12
DOCS $16,688,000.0 1.95%
No Change
312,575 $53.39 $24.98
Reduced 53.21%
$22.96 $61.75
INSM $13,140,000.0 1.86%
No Change
180,000 $73.0 $133.26
Added 82.55%
$21.92 $80.53
ACAD $11,535,000.0 1.63%
No Change
750,000 $15.38 $21.95
Added 42.72%
$14.15 $29.29
MYGN $11,006,000.0 1.56%
No Change
401,859 $27.39 $4.8
Reduced 82.48%
$12.17 $29.3

Call Options

Stock Options % Change
ELAN 723,600 0.0%
UNH 100,000 0.0%